Bank of Tampa Internal Page - trust-administration-services

Trust Administration Services

Our Trust Officers average 20 years of experience in trust administration and are familiar with the legal, emotional, and financial aspects of handling your affairs. A dedicated Trust Officer is assigned to each account in which The Bank of Tampa is named as fiduciary. When we serve as Trustee, you will have a team of professionals providing high-quality, efficient and responsive service to you and your intended beneficiaries.

Preparation of accountings for appropriate beneficiaries pursuant to law

Our professional fiduciary team is able to serve in the event of an original appointment, incapacity, prior Trustee resignation or removal, or death of the current trustee. We strive to make the transition to a corporate trustee as smooth as possible for our clients and beneficiaries.

Disclosures

We do not practice law, draft legal documents or provide legal advice. Acting as an unbiased third party, we will interpret legal documents and apply relevant Trust law to follow your intent and properly and efficiently execute your trust and estate plan.

Additional Services

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Trust and Investment Services are not FDIC insured, not deposits or other obligations of the Bank, and may lose value.

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You are continuing to another website that Bank of Tampa doesn't own or operate. Its owner is solely responsible for the website's content, offerings and level of security, so please refer to the website's posted privacy policy and terms of use.